Tag: Defined contribution

Don’t Run Out of Money, Have a Retirement Income Plan

In a guest article written for PLANADVISER, Thomas Dodd, executive director of Pavilion Advisory Group Inc., compares and contrasts common retirement income strategies—including the pros and cons of each method, as viewed from the perspective of participants.

DISRUPTION: Insider Service and Strategy Talk With PGIM

In an exclusive interview with PLANADVISER, PGIM Head of Institutional Defined Contribution Josh Cohen offers some guidance to advisers speaking with plan sponsors about litigation, fiduciary risk and progressive plan design.

Measuring Managed Account Performance Is Part Art, Part Science

A new analysis out from Empower Retirement finds historical investment performance does not serve as an optimal overall measure of value delivered by a managed account; there is strong evidence to suggest “engaged participants” extract more value from managed accounts.

Social Security Optimization Can Extend Retirement Portfolios by a Decade

In an exclusive interview with Bill Meyer, founder and managing principal of Social Security Solutions in Leawood, Kansas, PLANADVISER hears about some serious shortcomings in the conventional thinking on Social Security claiming strategies—and a failure to coordinate these effectively with the drawdown of DC plan assets.

DISRUPTION: Transamerica’s New TPA Requirement Denotes Industry Pressures

Our series of exclusive interviews with retirement plan service providers, new and established, continues with Transamerica—which just recently announced a requirement that all new plans coming onto the platform with less than $3 million in assets must employ a retirement specialist TPA.